We are committed to our clients. Since 1975, Bob McIntosh has been developing innovative and practical strategies to help our clients achieve financial growth and security. Our variety of services and expertise reflect today’s changing personal and business environments. “We strive to exceed client’s expectations.” What You Can Expect From Us… A relationship built on [...]

Through in-depth discussions and careful planning, I am able to help clients to build and protect their family’s net worth, while achieving their desired financial goals efficiently and responsibly. Using my own experience and the expertise of Investors Group’s in-house specialists, I can provide clients with the most efficient wealth creation and preservation strategies available [...]

Gerry Scott is an Investment Advisor and Branch Manager with Manulife Securities Inc. with nearly 20 years in the industry. Gerry established his own national IDA dealership branch approximately 10 years ago. Currently he services his clients in a new office under Manulife Securities Inc. His commitment to the City of Coquitlam and the investment [...]

Brian Poncelet is an INDEPENDENT certified financial planner (CFP) working in the financial services industry since 1994.  He serves clients in Oakville, Burlington, Mississauga, Toronto and surrounding areas.  Many of Brian’s clients are couples working toward retirement or have already retired.  A large number are self-employed.
A certified financial planner must complete a rigorous examination [...]